Staff for personal injury firms
Injury firms win or lose cases at two points: the first call and the months of follow-up before the demand. We staff both, in Spanish and English, inside your systems.
Where they help
From the first call to the demand
Each stage below is work your attorneys shouldn’t be doing, and work that loses cases when it slips.
Lead response and intake
- Answer calls and respond to web leads during your hours
- Screen: date and place of the incident, injuries, treatment, insurance, police report, prior attorney
- Book the consultation and send approved retainer documents
- Log the lead source and outcome
Treatment and records
- Check in with clients on treatment
- Track providers and appointments
- Request medical records and bills and follow up
- Keep the file complete for the demand
Demand and litigation support
- Compile medical specials
- Summarize records with page references
- Draft demands from your template for attorney review
- Discovery and deposition scheduling once a case is filed
The seats injury firms use
Bilingual intake specialist
Answers and screens new inquiries in Spanish and English, books consultations and keeps every lead moving.
Case manager
Keeps open cases moving: client updates, records, appointments, deadlines and the file itself.
Paralegal
Drafting, records, discovery and filing support, under the supervision of your attorneys.
Speed to lead
Answered by a person, while the caller is still deciding
Someone hurt in a crash is often calling several firms the same day. A dedicated intake specialist answers during your business hours, calls back missed calls and works web leads as they arrive, instead of when an attorney has a gap.
For firms running heavy advertising, an intake pod covers longer hours with three seats.
Every lead, logged
Your intake specialist records the source, outcome and next step of every inquiry in your CRM. That gives you the numbers advertising decisions need: how many leads each campaign produced, and how many became signed cases.
Questions from injury firms
Which role should a personal injury firm hire first?
If leads go unanswered or wait, a bilingual intake specialist. If signed cases stall between intake and demand, a case manager. Many firms add one of each.
Can your staff draft demand letters?
A paralegal can prepare a first draft from your template and the medical specials, for your attorney to review, edit and sign.
Can they work leads from our advertising?
Yes. Intake specialists respond to web forms, calls and texts from your campaigns in your CRM, and log the source and outcome of every lead so you can see which campaigns sign cases.
Do they talk to adjusters?
For routine matters your attorneys direct, such as claim numbers, policy information requests and status. Negotiation stays with your attorneys.
Tell us who you need. We’ll show you who’s available.
A short call covers the role, the hours, your software and your budget. You interview everyone before anyone starts, and you pay nothing until they do.